This is a fully remote position, open to applicants in Canada.

• Candidates who succeed will establish new divisions, engage with our clients, and set best practices.

• Offer strategic guidance during the onboarding of clients, document intake, and support/clarification of functionality.

• Collaborate closely with other delivery teams.

• Act as the main point of contact for all service-related inquiries from Copia's clients.

• Thrive in a complex, team-oriented, fast-paced setting alongside the Copia team, clients, and third-party partners.

• Prior experience in a customer-facing capacity, ideally in financial services, private banking, or financial technology.

• Candidates holding a CFA, CAIA, or CFP will have a significant advantage.

• A degree from a college or university or relevant work experience is preferred.

• Familiarity with G-Suite, HubSpot (or a similar CRM), Slack, and other relevant customer communication technologies is essential.

• We are a distributed workforce with extensive experience in remote team collaboration.

• Flexible working hours.

• Health insurance coverage.

• Competitive health, dental, vision, and life insurance coverage is provided in both the US and Canada.

• We cover 75% of insurance costs in the US.

• We prioritize mental and physical health.

• Each employee receives a $400/year stipend for gym, club, or fitness-related memberships.

• Annual reimbursement for meditation, mindfulness, or wellness app subscriptions.

• We value learning, which is why any work-related book can be expensed.

• Courses costing less than $250 typically receive instant approval.

• Workshops and conferences are managed on a case-by-case basis.

Principal Concierge

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